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IMA Financial Group

Retirement Plan Advisor

IMA Financial Group · Denver, CO

Posted about 3 months ago · Previously reposted

or apply directly on IMA Financial Group's site. We never take the application ourselves.

Is this posting real?

This role has been open
82 days
IMA Financial Group's roles stay open a median of 79 days
Reposted
Yes
taken down and listed again at least once
Salary listed
No
1% of IMA Financial Group's roles list one
Ghost-job risk at IMA Financial Group
high
88 stale, 4 reposted of 88 open
Hiring momentum
129 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from IMA Financial Group's own greenhouse board since 2026-08-03. Full hiring picture for IMA Financial Group.

About this role

As a Retirement Plan Advisor, you will engage in consultative sales to identify potential clients and tailor retirement plan solutions to their needs. Your role involves maintaining client relationships, conducting investment analyses, and providing strategic recommendations for plan enhancements. Additionally, you will manage a team, facilitate meetings, and mentor associates to ensure high-quality client service and team development.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IMA Financial Group as an employer.

What you need

  • Bachelor's degree
  • 3+ years’ sales experience in the retirement plan services
  • FINRA Series 65
  • Experience with MS Office products (PowerPoint, Outlook, Word, Excel)
  • Moderate travel required (25-50%)

Nice to have

  • Life Insurance and Variable Contracts licenses
  • Knowledge of ERISA laws and the retirement plan industry

What you get

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision

Worth weighing

  • No specific mention of the company's technology stack or tools used in retirement planning
  • The role involves moderate travel, which may not suit all candidates

Summarised from IMA Financial Group's posting. Read the full original.

Listed by IMA Financial Group on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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